Skip to main content



The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

First Line Client Specialist (Trade Support Specialist), AVP

Job Req ID 22465333 Location(s) New York, New York Job Category Institutional Sales
Apply Now

First Line Client Specialist is a new role that will sit within the business part of the Client Facilitation Team within Global Investor Sales, with dual accountability to the designated sales product or regional head. This is a critical role that will equally improve both the ‘First Line of Defence’ (FLOD) and the Client Experience through:

  • Improving the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues
  • Remove the administrative burden from sales enabling the sales-force to focus on true value add and client engagement
  • Drive improvements to internal efficiency (e.g. KYC/CO) through a centralized client service and support team able to both diagnose issues and identifying potential solutions
  • The reduction of manual intervention e.g. improved STP, through the remediation of data and hierarchies (coverage & risk)

Key Responsibilities

  • Proactively support sales to manage the ‘First Line of Defence’
    • Ensuring post-trade processes are managed efficiently and effectively such as:
      • Prompt resolution of booking issues causing operational issues
      • Prompt resolution of settlement issues and margin disputes etc.,
    • Monitoring of the desks first line controls such as:
      • Minimizing credit line breaches
      • Ensure credit facilities are sufficient and maintained to support trading
    • Act as a point of escalation and own resolution of operational issues between sales and support functions
    • Diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery
  • Proactively mitigating client impact whilst enhancing the client experience
    • Ensuring client set-up is accurate and right first time:
      • eComm, Risk or Operational Platforms
    • Client On-boarding and maintenance:
      • Ensure new clients or client accounts are requested, prioritized and set-up in a timely fashion
    • Prompt escalation and resolution of client issues


  • 1-2 years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or,
  • Understanding of Markets Products or Financial Degree
  • Some experience working in a financial organization may help


  • Proficient with Microsoft Office, Bloomberg or credit risk and settlement systems
  • Excellent interpersonal and communication skills
  • Superior quantitative / problem-solving skills
  • Some knowledge of the products, clients and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help.
  • Good understanding of Client Marketing needs


  • Bachelor’s degree (or equivalent)
  • For some locations, fluency in native language (i.e. French) may be preferred


  • Self-motivated, innovative, results-oriented individual
  • Highly organized individual with special attention to detail
  • Strong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given time
  • Ability to work effectively both individually and within a team environment, and to interact professionally with other departments

Primary Location Salary Range: $95,640 - $143,460


Job Family Group:

Institutional Sales


Job Family:

Investor Sales


Time Type:

Full time


Primary Location:

New York New York United States


Primary Location Salary Range:

$91,960.00 - $137,940.00


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

Apply Now
  • Join our team
    of 220,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 95 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Saved Jobs

You have no saved jobs

Previously Viewed Jobs

You have no viewed jobs